Golden State Equity Partners’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $767K | Sell |
10,103
-582
| -5% | -$44.2K | 0.14% | 177 |
|
2025
Q1 | $811K | Sell |
10,685
-5,875
| -35% | -$446K | 0.16% | 158 |
|
2024
Q4 | $1.24M | Buy |
+16,560
| New | +$1.24M | 0.24% | 106 |
|
2024
Q3 | – | Sell |
-23,561
| Closed | -$1.79M | – | 910 |
|
2024
Q2 | $1.79M | Buy |
+23,561
| New | +$1.79M | 0.37% | 60 |
|
2023
Q4 | $1.92M | Buy |
+23,962
| New | +$1.92M | 0.47% | 50 |
|